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Nvidia's Kyber NVL144 reportedly pushed back more than a year, Asian suppliers drop
Nvidia's next AI server rack, Kyber NVL144, has been delayed more than a year to 2028 because of circuit board manufacturing problems, according to analyst firm SemiAnalysis. Asian suppliers lost up to double-digit percentages in market value. The more powerful Rubin Ultra variant has also been canceled. The setbacks could give AMD and Google an opening to compete.
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cnbc.com
Nvidia's next-gen AI rack system delayed to 2028 on manufacturing snags, SemiAnalysis says
The reported delay adds to concerns that Nvidia's breakneck annual release cadence is colliding with manufacturing limits.
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cryptobriefing.com
Nvidia's next-gen AI rack system delayed to 2028 due to manufacturing issues
Nvidia's Kyber NVL144 AI rack system is delayed to 2028 due to PCB manufacturing issues, with the NVL72x2 design canceled and Rubin Ultra on hold.
